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Advisor rating site to offer marketing platform

The new site's ratings are based on performance, fees, contact and serving clients' best interests

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Canadians want a lifetime income. Why aren’t advisors talking about it?

Many clients see the omission as a reason to change advisors

Business People Handshake Greeting Deal Concept

Managing multiple goals when selling a family business

A case study of a complex process

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Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households

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Offering money advice when millennials divorce

Why some younger couples are seeking different solutions when they split

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10 tips for a good business card

And why the old-school tools still matter

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Was there a time you felt heard or ignored by your advisor?

Clients share their stories

  • By: Sharon Ho
  • March 25, 2019 March 25, 2019
  • 00:00
AIDAN MORGAN

Client Confidential: Elan Morgan

A 'late financial bloomer' recovers from income tax woes

minimizing tax at death rrsp

Help women plan for retirement shortfall

Four tips for client meetings

Couple Meeting With Financial Advisor In Office

Women’s growing share of assets to change wealth management

More attention will be given to planning and advice for women, a CIBC report says

  • By: Staff
  • March 4, 2019 March 4, 2019
  • 11:23
Multi-Ethnic group of students with laptop in campus - Soft sunset Light

Why millennials are more inclined to use robos

A poll shows younger clients have less trust in advisors

  • By: Staff
  • March 1, 2019 March 1, 2019
  • 11:34
Multi-Ethnic group of students with laptop in campus - Soft sunset Light

Volatile income for gig workers requires new savings tools

A CPA Canada report says automated savings may not be appropriate for some workers

  • By: Staff
  • February 28, 2019 February 28, 2019
  • 13:20
Family walking in the country

Median income rising as poverty declines: StatsCan

Higher wages and increased child benefits led to higher household income in 2017

  • By: Staff
  • February 26, 2019 February 26, 2019
  • 12:17

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans

Majority of investors value working with human advisors: survey

Millennials place greater trust in robo-advisors, compared with older investors

  • By: Staff
  • February 21, 2019 February 21, 2019
  • 10:15

Wealthsimple introduces premium service for wealthier clients

The service will be available to clients who invest more than $500,000

  • By: Staff
  • January 29, 2019 January 29, 2019
  • 10:11

How do you engage both spouses during a meeting?

Advisors weigh in

  • By: Sharon Ho
  • February 25, 2019 February 22, 2019
  • 00:00

Taking a better headshot: tips for advisors

First impressions matter

Client Confidential: Lana Gorlitz

TV director discusses freelance work and incorporation

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 March 19, 2019
  • 00:00

CE course: Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.